{"url":"https://nivawealth.com/firms/allpoint-financial-group-301028","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/301028","regulatoryAum":116768023,"crd":"301028","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4592318","suffix":null,"lastName":"MONSKE","firstName":"BRIAN","middleName":"CHRISTOPHER"},{"crd":"4634264","suffix":null,"lastName":"RENNER","firstName":"ERNEST","middleName":"DARREN"},{"crd":"4048587","suffix":null,"lastName":"SCOTT","firstName":"BRADLEY","middleName":"JAMES"},{"crd":"4673727","suffix":null,"lastName":"Zuehlsdorff","firstName":"Marck","middleName":null}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136736","legalName":"Allpoint Financial Group LLC","displayName":"AllPoint Financial 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planning and consulting is billed hourly at $250 or as a flat fee typically from $2,500 to $5,000, with a retainer of up to 50 percent.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048331","versionId":1048331,"submittedOn":"2026-06-12","documentName":"ADV PART 2A- ALLPOINT FINANCIAL GROUP"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:19:19.661772+00:00","documents":[{"name":"ADV PART 2A- ALLPOINT FINANCIAL GROUP","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048331","versionId":1048331,"submittedOn":"2026-06-12"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":116768023}],"custodyNote":"AllPoint Financial Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ernest Renner","title":"Managing Director & Chief 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2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"foreignOffices":[],"officesByState":[{"state":"California","offices":5,"addresses":[{"street":"765 Baywood Drive, Suite 147","city":"Petaluma","headquarters":true},{"street":"833 Franklin St.","city":"Napa"},{"street":"833 Franklin St","city":"Napa"},{"street":"665 N State Street","city":"Ukiah"},{"street":"50 Old Courthouse Square","city":"Santa Rosa"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"707-303-7000","stateRegisteredReps":4,"otherAdviserReps":2,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":29},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":7},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":49},{"label":"Cash and cash equivalents","percent":14}],"privateFunds":0},"sources":{"adv1FilingDate":"12 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/301028/PDF/301028.pdf","brochureDate":"12 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048331","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does AllPoint Financial Group have?","answer":"AllPoint Financial Group has 431 clients and manages $117 million for them, as of June 2026. They include 288 individual clients and 143 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does AllPoint Financial Group offer?","answer":"AllPoint Financial Group provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does AllPoint Financial Group charge?","answer":"AllPoint Financial Group charges 1.75% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"ADV PART 2A- ALLPOINT FINANCIAL GROUP, filed 12 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does AllPoint Financial Group use?","answer":"AllPoint Financial Group’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $117M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does AllPoint Financial Group have?","answer":"AllPoint Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does AllPoint Financial Group invest in?","answer":"At the end of its last fiscal year, AllPoint Financial Group’s separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 14% cash and equivalents, 7% U.S. government and agency bonds, 1% non-exchange-traded equities and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns AllPoint Financial Group?","answer":"AllPoint Financial Group’s direct owners are Brian Monske, Ernest Renner, Bradley Scott and Lorene Busse, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 12 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does AllPoint Financial Group get paid?","answer":"AllPoint Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact AllPoint Financial Group?","answer":"AllPoint Financial Group’s main office is at 765 Baywood Drive, Suite 147, Petaluma, CA 94954. Its phone number is 707-303-7000. Its website is allpointfg.com.","source":"Form ADV Part 1A, Item 1.F, filed 12 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}